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Book of business: everything a PBM processes for all its clients combined. A discount measured across the book is not a discount measured on your plan.
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My 367th #VideoCast is out. This week's general #StockMarket Commentary and items of note... You can watch it here 👇
youtube.com/watch?v=4jn9OnvK…
twittk retweeted
My 367th #Podcast is out. This week's general #StockMarket commentary and items of note... You can listen here 👇
hedgefundtips.com/hedge-fund…
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Your contract says pass-through. You pay what the pharmacy was paid.
A federal auditor found a pass-through plan's claims priced at a lower discount than the PBM's own pharmacy deals said. The discount was measured across the PBM's whole book, not your claim. The PBM and the carrier disagreed.
Ask which number your pass-through means.
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Democrats rightly challenge weak FTC settlements with PBMs. No breakup of CVS or Express Scripts—even after FTC found $7.3B in revenue above estimated drug costs at Big 3 PBM pharmacies.
@GovSherrillNJ @NJSenDems @njassemblydems @CmrChaNJ ncpa.org/newsroom/qam/2026/1…
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Lost investment income: when a federal auditor finds an overcharge, it also asks for the interest the money would have earned. Check whether your audit clause does.
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Any guesses on how long it will take the first major PBM to sue the government over the new rule?
I’ll give it until this afternoon.
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A reader asked whether cutting a clinical program hurts the members in it. It can, if it ends with a letter. Ask what happens to enrolled members first, and build the handoff before the end date.
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Worth a listen today.
Finally something that makes sense.
Department of Labor PBM Announcement xitter.gq/i/broadcasts/1MJgNbkQd…
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Which sectors have our attention?
Weekly podcast here: HedgeFundTips.com #investing #stockmarket #stocks
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How are we positioning around the AI trade?
Weekly podcast here: HedgeFundTips.com #investing #stockmarket #stocks
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Which areas of the market have our interest?
Weekly podcast here: HedgeFundTips.com #investing #stockmarket #stocks
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This should be illegal!!
“CVS also has a structural edge” is such a formal and polite way to say “they can pay themselves more than their competitors.”
thestreet.com/investing/stoc…
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Thanks to @VeronicaDudo and Sarah Davies for having me on @EWTNNewsNightly tonight to discuss #StockMarket #Anthropic #IPOs #AI $ANT $SPCX $META and more. You can find it here 👇
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I’ll be speaking at the @MoneyShow Masters Symposium in Sarasota on Monday, November 30, 2026. Join us for the event and register here:
sarasotamms.moneyshow.com/?s…
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A January 1 plan has about nine weeks left to change anything about 2027. Vendor programs that renew automatically count down faster.
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Pick one drug your plan changed for 2027. Look it up in your PBM's member app the way an employee would. Does the app say what your plan decided?
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🙏🙏🙏🙏🙏
Two bipartisan Senators are calling on the FTC to finish it's investigation into #PBM practices. We've seen two interim reports (one in 2024 and one in 2025) but the final report with recommendations needs to be completed. | @ChuckGrassley
grassley.senate.gov/news/new…
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Be in the know. 12 key reads for Sunday… #StockMarket
hedgefundtips.com/be-in-the-…












